"CNBC just reported that Dan Niles is anticipating that INTC will cut Pentium 4 prices as early as this weekend. That could be seen as a negative for RMBS -- "
If INTC cuts P4 prices, then they sell more P4s, thus more RDRAM needed for those machines, should be a plus for RMBS, no?
But then I've never found much logic in the way RMBS trades from day to day.
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